How Cloud based CRM can help your charity?

Communicating the right message to the right person at the right time every time is at the heart of successful fundraising. To accomplish this, fundraising organizations need to know each donor personally. What are her interests and motivations? How does he wish to be contacted? How frequently does she donate, and what is her preferred method of payment? Cloud-based fundraising and nonprofit CRM software and services help nonprofits track and manage relationships and interactions, create more efficient processes, and make clear, data-driven, strategic decisions.

CRM system is the single most important tool for your communications and your fundraising. CRM stands for customer relationship management but it can often be used more broadly to refer to the software that’s used. A Customer Relationship Management (CRM) system is the database where you’ll store all the info about your supporters. If it is based in the Cloud, meaning it is all accessible with a click of a button, it provides a user-friendly platform for managing customer relationships, storing relevant information and organising day-to-day operations. Cloud CRM refers to any CRM system that you access over the Internet rather than hosting it on your own computer. The software itself runs on computers in datacentres owned or rented by the CRM providers.

CRM software can be used for managing interactions with your supporters; improving your communication and managing donors, beneficiaries and more. As your organization audience grows, it’s essential that your processes for interacting with your audience grows and matures too. CRM databases are nothing new in the non-profit, but recent developments in cloud CRM are making it easier to collaborate with your colleagues on managing your relationships regardless of physical or technological boundaries.

How a CRM can help your charity?

CRM systems can be very useful for managing your donors. A good one will provide access to donation and grant information, tracking and support, and view of recurring donations and trends. They help in the creation of campaigns! You can organise your recipients, allow donation submissions and create automated acknowledgements. CRM systems can also help with event planning and management. You can publicise events, control payments and refunds, and analyse the events’ stats

CRM systems generally offer clear information on your budgets, finances and targets. This is useful for internal members and means that when funders or trustees ask for reports you can quickly and easily provide them. Using your CRM system, you can also assign tasks, input plans to group calendars and track stages of development.

What makes cloud CRM different?

cloud CRM refers to any CRM system that you access over the Internet rather than hosting it on your own computer. The software itself runs on computers in data centers owned or rented by the CRM providers. This means wider accessibility, less risk of lost files, and room freed for your server to work optimally. By selecting a CRM that allows you to grow and build, this means you don’t have to keep changing and moving data once you’ve got going.

Particularly with cloud-based options, providing the accessibility for everyone in your organisation (or those necessary) can hugely increase productivity.

Since cloud-based CRM databases are hosted by the vendor, the vendor also manages product updates, security fixes, and server maintenance.

In cloud CRM, you don’t need to worry about making sure your server meets the CRM’s hardware requirements. You only need to ensure that the computers your staff will be using to access the database are up to specifications, and since the remote server is doing all of the heavy lifting, those system requirements are usually very minimal.

Benefits

The days of having to use excel spreadsheets to hold and edit the endless amounts of data coming in are long gone. The most obvious advantage is the amount of time saved by making the most of the process automation system on Cloud CRM. Here, we can configure emails to automatically go out to contacts at a given time, set up systems to track and update our attendance to the programmes at a click of a button and have all the data and trends visible, and automatically updated, on our home page.

CRM’s offers integration to a wide range of other apps and software on the internet. This allows for information to be shared and updated between the different software, making it easy to track email activity with contacts, to do lists and tasks.

The biggest advantage of a CRM is having a single platform where data can be uploaded, stored, manipulated and analysed.

CRM databases are nothing new in the nonprofit and library communities, but recent developments in cloud CRM are making it easier to collaborate with your colleagues on managing your relationships regardless of physical or technological boundaries. Successfully transitioning to a CRM may allow you to turn donors into board members, volunteers into donors, and email subscribers into advocates.

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Insight Consultants is a subsidiary of Stylus Systems, a company established in 1999, with its Head Office in Bangalore, India. Insight Consultants serves fast-growing small and mid size companies, by providing viable solutions to core business problems, through our software and financial service offerings. Our culture and service quality is driven by our core values of Integrity, Candor, Service, Kindness, Increasing Competence and Growth.